LL
LPWM LLC’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
4,366
| – | – | 0.15% | 55 |
|
|
2025
Q1 | $493K | Hold |
4,366
| – | – | 0.16% | 54 |
|
|
2024
Q4 | $483K | Buy |
4,366
+426
| +11% | +$47.1K | 0.16% | 56 |
|
|
2024
Q3 | $405K | Hold |
3,940
| – | – | 0.13% | 55 |
|
|
2024
Q2 | $375K | Hold |
3,940
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $365K | Hold |
3,940
| – | – | 0.13% | 53 |
|
|
2023
Q4 | $338K | Buy |
3,940
+275
| +8% | +$23.6K | 0.13% | 53 |
|
|
2023
Q3 | $270K | Sell |
3,665
-380
| -9% | -$28K | 0.12% | 52 |
|
|
2023
Q2 | $304K | Sell |
4,045
-1,990
| -33% | -$150K | 0.13% | 49 |
|
|
2023
Q1 | $429K | Buy |
+6,035
| New | +$429K | 0.21% | 44 |
|